2025-06-11T10:01:40-05:00 2024-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2023-07-01 136187951 TRINITY COLLEGE FUND INC TRIN 5085231221 2 BRIDLE PATH LANE BEVERLY FARMS MA 01915 MICHAEL ALLEN VICE PRESIDENT 5085231221 2025-05-27 1 0 JOSPEH GISO P00303126 7819143400 2025-05-27 2023 2025-03-06 01:10:19Z DEREK A SMITH 2 BRIDLE PATH LANE BEVERLY FARMS MA 01915 1259112 0 X WWW.TCS.ON.CA X 1957 NY TO SOLICIT FUNDS FROM ALUMNI, PARENTS, AND FRIENDS OF TRINITY COLLEGE SCHOOL RESIDENT IN THE USA. 18 18 0 25 0 0 363865 1259112 0 0 0 0 0 0 363865 1259112 694789 1661293 0 0 0 0 0 0 0 13486 13887 708275 1675180 -344410 -416068 1655455 1239887 12500 13000 1642955 1226887 X TO SOLICIT FUNDS FROM ALUMNI, PARENTS, AND FRIENDS OF TRINITY COLLEGE SCHOOL RESIDENT IN THE USA. 0 0 100000 100000 CAPITAL CAMPAIGN: TO SUPPORT THE 2024 CAPITAL CAMPAIGN 361737 361737 ELEMENTARY & SECONDARY EDUCATION, GENERAL/OTHER: SUPPORT OF THE TRINITY COLLEGE SCHOOL ANNUAL FUND. (550 STUDENTS) 1183886 1183886 FINANCIAL AID: TO SUPPORT SCHOLARSHIP & BURSARY PROGRAMS FOR STUDENTS TO ATTEND TRINITY COLLEGE SCHOOL. (550 STUDENTS) 15670 15670 ELEMENTARY & SECONDARY EDUCATION, GENERAL/OTHER: RENAISSANCE PLAN 15670 15670 1661293 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 CA 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X DEREK A SMITH 5085231221 2 BRIDLE PATH LANE BEVERLY FARMS MA 019152177 X DEREK A SMITH PRESIDENT/TREASURER 2.00 X X 0 0 0 MARK M COONS VICE PRESIDENT & SECRETARY 1.00 X X 0 0 0 TODD BYERS VICE PRESIDENT 1.00 X X 0 0 0 W MICHAEL L ALLEN VICE PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER HOBSON VICE PRESIDENT 1.00 X X 0 0 0 LEONARD S KADY VICE PRESIDENT 1.00 X X 0 0 0 TAMARA A KAMMANN VICE PRESIDENT 1.00 X X 0 0 0 JAMES G BINCH BOARD MEMBER 1.00 X 0 0 0 STEPHEN H BINET BOARD MEMBER 1.00 X 0 0 0 SARAH E FINDLAY BOARD MEMBER 1.00 X 0 0 0 STUART GRAINGER BOARD MEMBER 1.00 X 0 0 0 WILLIAM A HAFNER BOARD MEMBER 1.00 X 0 0 0 ROBERT T HUMPHREYS BOARD MEMBER 1.00 X 0 0 0 D MILES PRICE BOARD MEMBER 1.00 X 0 0 0 DAVID H SMITH BOARD MEMBER 1.00 X 0 0 0 WALTER S THOMENSON JR BOARD MEMBER 1.00 X 0 0 0 AINSLIE ELLIS BOARD MEMBER 1.00 X 0 0 0 TIMOTHY P FORD BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1259112 22100 1259112 1259112 0 0 0 1661293 1661293 13000 13000 887 887 1675180 1661293 13887 0 400559 1723 1154896 1138164 100000 100000 1655455 1239887 12500 13000 12500 13000 X 449 0 1642506 1226887 1642955 1226887 1655455 1239887 -416068 0 X X 0 1 X 1 0 X 74226 94838 121454 257064 1661293 2208875 74226 94838 121454 257064 1661293 2208875 1055822 1153053 2208875 0.52200 0.50860 X 0.50860 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 100000 C 100000 X 1259112 0 1259112 0 1259112 1675180 0 1675180 0 1675180 PART X, LINE 2: THE TCS FUND, INCORPORATED UNDER THE MEMBERSHIP CORPORATION LAW OF THE STATE OF NEW YROK AS A TAXEXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERANL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRS CODE. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO THE TCS FUND, INCORPORATED UNDER THE MEMBERSHIP CORPORATION LAW OF THE STATE OF NEW YORK AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRS CODE. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TCS FUND IS REQUIRED BY ASC 740-10, "INCOME TAXES" TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE TCS FUND'S FINANCIAL STATEMENTS. THE TCS FUND RECOGNIZES A BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE TCS FUND ACCRUES INTEREST AND PENALTIES ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE TCS FUND REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE STATE OF NEW YORK ON AN ANNUAL BASIS. THESE INFORMATION RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. NO RETURNS ARE UNDER EXAMINATION AS OF JUNE 30, 2024. SUBSTANTIALLY ALL OF THE TCS FUND'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS TAX-EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE TCS FUND IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. 0 0 0 0 0 0 0 0 0 0 NORTH AMERICA (INCLUDING CANADA AND MEXCIO, BUT NOT THE UNITED STATES) TO SUPPORT FINANCIAL AID FOR STUDENTS OF TRINITY COLLEGE SCHOOL 1183886 WIRE TRANSFER 0 NORTH AMERICA (INCLUDING CANADA AND MEXCIO, BUT NOT THE UNITED STATES) TO SUPPORT THE ANNUAL FUND CAMPAIGN OF TRINITY COLLEGE SCHOOL 361737 WIRE TRANSFER 0 NORTH AMERICA (INCLUDING CANADA AND MEXCIO, BUT NOT THE UNITED STATES) TO SUPPORT THE 2024 CAPITAL CAMPAIGN OF TRINITY COLLEGE SCHOOL 100000 WIRE TRANSFER 0 NORTH AMERICA (INCLUDING CANADA AND MEXCIO, BUT NOT THE UNITED STATES) TO SUPPORT THE RENAISSANCE PLAN OF TRINITY COLLEGE SCHOOL 15670 WIRE TRANSFER 0 1 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 A MEMBER OF THE TRINITY COLLEGE SCHOOL FUND INC. IS A GRADUATE OF TRINITY COLLEFE SCHOOL WHO RESIDES IN THE UNITED STATES OF AMERICA. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE TRINITY COLLEGE SCHOOL FUND INC. ELECT THE DIRECTORS OF THE TRINITY COLLEGE SCHOOL FUND INC. AT THE ANNUAL GENERAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE CORPORATION'S AUDIT COMMITTEE PRIOR TO FILING AND PRIOR TO SUBMISSION TO THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION CIRCULATES THE CONFLICT OF INTEREST STATEMENT ANNUALLY FOR SIGNATURE AND REMINDS MEMBERS OF THE BOARD AND OTHER OFFICERS OF THEIR OBLIGATION TO ABIDE BY THE POLICY AT MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 AN INDIVIDUAL MAY CONTACT THE PRESIDENT AND TREASURER AT THE CORPORATION'S ADDRESS TO REQUEST COPIES OF THE DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 AN INDIVIDUAL MAY CONTACT THE PRESIDENT AND TREASURER AT THE CORPORATION'S ADDRESS TO REQUEST COPIES OF THE DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 6 A MEMBER OF THE TRINITY COLLEGE SCHOOL FIND INC. IS A GRADUATE OF THE TRINITY COLLEGE SCHOOL WHO RESIDES IN THE UNITED STATES OF AMERICA. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE TRINITY COLLEGE SCHOOL FUND INC. ELECT THE DIRECTORS OF THE TRINITY COLLEGE SCHOOL FUND INC. AT THE ANNUAL GENERAL MEETING. FORM 990, PART VI, SECTION C, LINE 18 AN INDIVIDUAL MAY CONTACT THE PRESIDENT AND TREASURER AT THE CORPORATIONS ADDRESS TO REQUEST COPIES OF THE DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 AN INDIVIDUAL MAY CONTRACT THE PRESIDENT AND TREASURER AT THE CORPORATION S ADDRESS TO REQUEST COPIES OF THE DOCUMENTS.